Start free. Upgrade to Core for unlimited transactions and bank sync, or Pro for audit-ready exports and more connected banks.
forever, no card required
billed monthly, cancel anytime
billed monthly, cancel anytime
| Feature | Free | Core | Pro |
|---|---|---|---|
| Budgets | Unlimited | Unlimited | Unlimited |
| Budget categories | 10 | Unlimited | Unlimited |
| Transactions | 50 / year | Unlimited | Unlimited |
| Member records | 50 | Unlimited | Unlimited |
| Admin users | 1 | Up to 10, with roles | Unlimited |
| Bank sync | — | Included | Included |
| Connected banks | — | Up to 2 | Up to 5 |
| AI receipt scanning | Included | Included | Included |
| Treasurer checklist & reminders | Included | Included | Included |
| Parent-ready exports | Basic PDF | Full statement suite | Full statement suite |
| Audit package export | — | — | Included |
| Support | Community | Priority email | Priority email |
Can we switch plans mid-season?
Yes — upgrade or downgrade at any time. Yearly plans are prorated.
Does the free plan expire?
No — Free is free forever, limited to 10 budget categories and 50 transactions a year.
Who can approve expenses on Core?
Any board member you grant approver access to — up to 10 seats are included.
What does Pro add over Core?
Pro includes everything in Core, plus audit-ready export packages, up to 5 connected banks, and unlimited board members.